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What Is Close?

Close is the sales CRM designed to help SMBs and startups turn leads into revenue. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads from one inbox.

Packed with productivity tools like custom workflows, Call Assistant, Predictive Dialer, cold email automation, and sales enablement tools, you'll reach more leads, follow up more often and grow revenue fast.

Who Uses Close?

Startups and small to mid-sized businesses. Close is best for scaling sales teams conducting high volume outreach.

Close Software - All-in-one inbox, combining email, SMS, calls, task reminders, and more.
Close Software - Opportunity funnels, for easy-to-use and customizable reports on your sales team's performance.
Close Software - Close's built-in messaging automation makes scheduling outgoing emails, SMS, calls, and tasks a breeze. Utilize powerful automation logic without breaking a sweat.
Close Software - Manage your team and keep your most important metrics at hand, with our customizable Activity Overview.
Close Software - Edit and send emails, assign tasks, and store important data about your leads, all in the Lead View.

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Reviews of Close

Average score

Overall
4.7
Ease of Use
4.6
Customer Service
4.6
Features
4.3
Value for Money
4.4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
74%
4
22%
3
2%
1
2%
Kyle
Kyle
Head of Sales in US
Verified LinkedIn User
Construction, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Phone Heavy Sales Team's Dream

5.0 2 years ago

Comments: It is everything we need except dashboards. If your are an outbound or phone heavy sales ord

Pros:

no fluff. there are not 3 different places to log contacts/opps/accounts/leads it is all on one page. It is simple yet surprisingly powerful. Every one of my reps added can't get over how easy and fluid it makes their life.

Cons:

Dashboards are non existent. You will need to be comfortable with exporting/using zapier/or a few support partners to push your data into a visual appealing place

Todd
CEO in US
Information Technology & Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

A great solution once you get it organized

5.0 2 years ago

Pros:

I love the Smart Views which allow custom filtering and sorting of leads. This helps me quickly review different types of leads based on lead score, when I talked to them last, and when I need to follow up with them again.

Cons:

I wish basic text formatting was built into the note taking (especially bullet points). I understand with not going crazy with a WYSIWYG, but some simple formatting options would help for quicker note taking.

Jonathan
Insurance Agent in US
Insurance, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Exceptional if it fits your business model, meh if it does not

3.0 4 months ago

Comments: Features are clearly targeting the saas sales segment, which wasn't helpful for my agency which essentially is a retail business model. Lead management and the sales pipeline management were incredibly easy to get into however. Being able to create tasks, notes while in a call, messages, and emails all being automatically logged in a particular lead's profile was fantastic. The 'workflows' or automations on sending out follow ups on schedule and utilizing templates is also something awesome only found on CRMs that cost 4x as much; that's a great deal. However, as noted above, they didn't have retail business models in mind or maybe they don't have enough context. 1) There's no call history - Yes, their guide or protocol is to 'add as a lead' when a call comes in, but that's only DURING the call. So if a new lead calls in to your agency/store, and if the call ends and the lead isn't added, then the call's number/history is lost in the ether. If you've ever onboarded new employees, you know procedures like this won't be followed all the time. 2) There's no way to set business hours/voicemail-forward - I work past business hours to get extra admin work done; of course customers don't always look up business hours before calling and suddenly I have to listen to the ring tone for 30 seconds or pick up. 3) Big emphasis on 'Companies' as leads/customers vs Individuals - So on lead profiles, you can set an address, yes. But after setting the address, city, state, zip code, you can only see the city and state on the lead's profile (probably because of its intended use for B2B sales), but in a B2C context, it's vastly more helpful to see the full address for us. You can argue you can create custom fields, but it seems like a easy fix to just let users choose which address details are visible in that proper spot. This is just one example, there's also not really much functionality for MAINTAINING/RETENTION of clients after the sales aspect. Again, emphasis towards saas sales where the use-case is getting the sale and then passing off the client to another department; whereas in retail or agency use, we have to maintain that relationship or make product/service changes. All in all, incredibly useful focus on the outbound sales aspect, if your business model fits or if you want a dedicated sales CRM for a sales team. However, retail businesses, B2C, or in my case, insurance agencies, will need something more well-rounded.

Pros:

What I liked about Close was the consolidation of tools into one CRM. The sales pipeline and lead management was incredibly intuitive and ready to jump into right out of the box.

Cons:

Phone features are underdeveloped or possibly intentionally barebone.

Close Response

4 months ago

We appreciate your thorough review of Close, Jonathan. I've passed this feedback to our product team -- with an extra emphasis on the calling feature feedback.

Abraham
Sales Manager in US
Information Technology & Services, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

The Best Features as a CRM Soluiton

5.0 3 months ago

Pros:

I like the sales forecasting features. In addition, with amazing CRM features and has handled email management features. The call recording features has worked really well.

Cons:

I have nod had any bad experiences using Close

Tony
CEO in Canada
Photography, Self Employed
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Close.com Can Make Your Business Run Efficiently and Problem Free

5.0 2 years ago

Comments: We had another CRM system that was a lot more expensive and not very easy to use. Close.com is just a pure pleasure to work with and the entire team here is thrilled with it.

Pros:

Platform is very easy to use and all employees just loved it the minute they tried it out. We all wonder why we didn't get this sooner. Close.com is also fun to use and everything is at your fingertips. Program works fast and makes the customer ticket system very efficient.

Cons:

No cons at all. I mean it. This program Rocks:)